Outbound Sales Development Representative generating and qualifying commercial insurance leads for Summit, a Canadian commercial brokerage. Scheduling appointments and supporting Account Executives through HubSpot CRM.
About the role
- Appointment Setter facilitating inbound sales calls for Opt Digital, an SEO agency focused on local trades and businesses. Handling warm leads and qualifying them for subsequent sales.
Responsibilities
- Calling every new inbound lead within five minutes of them opting in. Speed to lead is the single biggest factor in whether a lead ever becomes a client, and it is the heart of this role
- Working leads across phone, SMS and iMessage, holding a real conversation rather than reading a script at someone
- Qualifying against our criteria, a home service business, doing $1M a year or more, with the decision maker on the call
- Booking qualified prospects into the closers’ calendars, then confirming them so they actually show up
- Chasing no-shows and rescheduling them, a booked call that does not show is worth nothing to anyone
- Working the aged lead database as well as the new leads, there is real money sitting in leads from 30, 60 and 90 days ago
- Keeping the dashboard updated in real time, so nothing is double-called and nothing is forgotten
- Handing over clean notes to the closer, so they walk into the call already knowing the business, the problem, and what was promised
Requirements
- 1+ year in phone-based sales, appointment setting, SDR or a similar role
- Comfortable with high call volume every day, this is a phone role and the phone does not stop
- Clear, confident spoken English and an easy manner with tradespeople and business owners
- Thick skinned and consistent, you can take a rough call and dial the next one straight after
- Organised, you follow the process rather than keeping it in your head
- Honest in qualification, booking an unqualified call to hit a number costs everyone downstream
- Bonus: experience setting for an agency, coaching or another high ticket offer
Benefits
- $3K–$10K USD/month OTE, base plus bonuses on shows and closes
- Warm inbound leads only. No purchased lists, no cold outreach, everyone you call asked to be called
- Custom-built internal sales dashboards that surface leads and build your callback list for you, so your day is spent talking rather than updating records
- A clear path into a closing seat for setters who earn it, we would rather promote from inside
- Fully remote, work from anywhere
- Scripts, objection handling and coaching provided, you are not left to work it out alone
- Direct access to leadership, no red tape
- A real product behind the call, our clients have generated millions of dollars of revenue from these campaigns
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